Email: Ability to set variable fields [Name]
You can set the default email messagefor sending out statements, quotes, etc., but what we need is a way to insert fields, so that the emails can work like a mail merge. E.g."Dear [[Name]]", where [[Name]] would automatically be replaced with that company's contact's name, which would be stored in the MYOB database. One of the problem with thegeneric emails that we currently send out, is that they sometimes look like spam (to the recipient's spam filtering software and sometimes to the recipient themselves). Could also be useful if you could use fields in the default email subject also. (We're using AccountRight Premier 19). "Fields in default email"11KViews30likes16CommentsAccessing new personalised letter template from account right
I have edited the Myob blank personalised letter template in Word and saved it in the correct Letters folder. But this new template does not appear in the drop down list from within AR. How do I select this new template when I want to do a mail merge?Solved1.3KViews0likes2Comments